This feature will allow you to build groups of employees assigned to teams. You can use the team codes from the Referral > Employee screen and the Messaging feature. 

 

To build groups of Teams go to Office > Codes > Status Codes> Employee Teams.    

 

Create an Employee Team

1. Key in a two digit number, code and a description
2. Click on Save
3. Once you click on Save you will see a list of employees to the far right
4. You have a column for Employees on Team# and one for Available Employees
5. Select the employees from the available list and watch as they get moved over into the employees assigned list
6. If you select a name by mistake you can select the name from the employees list to move them back to the available list
7. Once all employees have been selected click the Save button 
8. OPTIONAL:  The Code is optional, it's an additional way to divide out teams for providers with a larger employee database and map coverage. The Code section will show up in the description field when searching for codes. See screen shot for an example. 

**NOTE:  If an employee does not show up on your list, make sure the employee has an assigned revenue code and job code.  Go to Codes > Other Basic Codes > Employees.

Modify an Existing Employee Team 

1. If you had previous codes entered they will still appear without employees attached to them
2. To add employees to an existing team number, select the team code and select employee from the available list
3. Click on Save after all employees are added

Using Team on the Referral > Employees Screen

The referral still has the old way of using the team codes - this part has not changed.  The function for this feature is to help divide out reports by team numbers.  We did add a place to key in the Employee Team numbers.  This is optional.  The purpose of this is to add a group of employees automatically into the Employees screen.    For example, if you have a set of employees who are always assigned in a specific area, you can key in that team code to automatically insert their names.  You can also modify the list by deleting an employee or adding, as needed.

 

1. From the Referral > Employees screen key in a Team code inside of the "Assign Employees by Team" area
2. The name of the group will appear under "Assigned Teams" and the employees will show up in the list
3. Delete by clicking the X to the left of their name or add employees using the "Assign Individual Employees", as needed

 

The original Team field is located to the far right named "Primary Team#".  This feature has not changed - you will continue to use it as you did before.

 

Using Team in the Messaging Feature 

The Employee Team feature will be handy in the Messaging system. Just like Outlook groups, you can create a message and send it to a group of employees.  For example, if you have a group of nurses who need a message, you can select the team code setup with all nurses and the message will be sent to all employees assigned to that group.

 

From the Messaging screen you will see two new options when selecting New Message; All Employees and Team.  All Employees will send the message to all active employees who use Barnestorm.  If you select the Team bullet you can key in the team code to send the message to the employees assigned to that team group.